Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,403 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
5,085
shares
|
$719,781
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
5,082
shares
|
$719,357
0.03% of portfolio
|
Q4 2022
Reduced 3.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$718,932
0.04% of portfolio
|
Q4 2022
Reduced 5.68%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
5,068
shares
|
$717,375
0.33% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
5,062
shares
|
$716,526
0.25% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,054
shares
|
$715,393
0.05% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
5,053
shares
|
$715,252
0.67% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
5,051
shares
|
$714,969
0.2% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
5,050
shares
|
$714,827
0.17% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
5,027
shares
|
$711,571
0.08% of portfolio
|
Q1 2025
Added 33.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,022
shares
|
$710,864
0.22% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,022
shares
|
$710,864
0.05% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$707,750
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
5,000
shares
|
$707,750
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
4,968
shares
|
$703,220
0.05% of portfolio
|
Q3 2023
Reduced 50.02%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,965
shares
|
$702,795
0.05% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
4,920
shares
|
$696,426
0.01% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,916
shares
|
$695,859
0.3% of portfolio
|
Q1 2025
Added 440.22%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,893
shares
|
$692,604
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,893
shares
|
$692,604
0.03% of portfolio
|
Q4 2023
Reduced 21.67%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
4,891
shares
|
$692,321
0.05% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
4,869
shares
|
$689,206
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
4,864
shares
|
$688,499
0.0% of portfolio
|
Q4 2023
Added 26.7%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
4,852
shares
|
$686,800
0.44% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
4,847
shares
|
$686,092
0.32% of portfolio
|
Q1 2025
Added 1.34%
|